About This Role
This management role oversees the operations of a credit union branch, ensuring efficient service, staff development, and compliance with financial regulations. The position suits an experienced financial professional who can lead a team and manage branch performance while maintaining high standards of member service.
Responsibilities
- Generate and monitor internal controls to ensure compliance with state and federal regulations while maintaining operational efficiency
- Direct the operations of each branch to ensure quality service levels, including compliance strategies and sales programs
- Continuously refine and implement best practices to optimize branch performance and compliance
- Define and deliver branch activities to establish effective governance, metrics, and production quality
- Review branch statistics to assess risk, ensure adherence to policies and procedures, and identify opportunities for risk mitigation
- Analyze and respond to QA audit risk findings, processes, controls, and oversee fraud risks associated with branch operations, including Member XP surveys, staff activity reports, and any other branch-related report
- Assist with complaint resolution according to applicable state and federal regulations
- Ensure all business operations are conducted in a professional and timely manner to maintain high standards of member service and satisfaction
- Promote a member-centric approach to drive excellent service delivery and operational efficiency
- Effectively manage branch volumes by expediting processing activities and ensuring smooth operations
- Monitor branch decisions for expediency and soundness, ensuring timely and accurate resolutions while maintaining high standards of service quality
- Assess facilities and property to identify necessary improvements or repairs
- Coordinate the required resources and services to ensure timely and effective completion of maintenance and enhancement projects
- Utilize strong interpersonal and technical skills to lead or participate in projects
- Provide input on best practices for development and implementation of new systems, programs, products, or services
- Lead staff development initiatives by conducting coaching and growth sessions for branch staff
- Identify individual strengths and areas for improvement through shadowing and one-on-one documented feedback sessions, fostering professional development and performance enhancement
- Promote professional growth by engaging in interdepartmental collaborations to improve processes and eliminate inefficiencies or risk
- Compile and present branch statistics, performance data, and other relevant information for meetings and presentations
- Ensure accurate and insightful reporting to support decision-making and branch performance evaluations
